Melissa
Mlasko
Sequent Planning, LLC
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About this Advisor
Melissa Mlasko is a financial advisor based in Medford, Oregon, working with Sequent Planning, LLC. Melissa has previously held positions at Proequities Inc, Futurity First Insurance Group, and Sequent Planning, LLC. Melissa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Melissa is part of Sequent Planning, LLC, which operates out of Medford, Oregon. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Melissa Mlasko Work History
Sequent Planning, LLC
Futurity First Insurance Group
Proequities Inc
Disclosures
Please visit the SEC profile of Melissa Mlasko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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